2010 Producer s Guide to Brokerage General Agencies and other wholesalers Welcome to Life Insurance Selling s 13th annual Producer s Guide to Brokerage General Agencies and other wholesalers. This guide includes alphabetical listings, contact information and product category listings for 45 brokerage general agencies (BGAs) and other wholesalers throughout the United States. In addition to the product listings, the BGAs and wholesalers that participated in this survey have provided information about how they support producers marketing efforts and whether they offer support via the Internet. This full Web version contains all of that information. We encourage you to follow up with any BGA or wholesaler that captures your interest to find out more about the firm s offerings. As you work to place new business, enhance existing business, or move into more advanced markets, we hope this guide will serve as a useful resource. The Editors Companies Accident insurance Cafeteria plans/section 125 Critical illness Disability Income insurance Employee benefits Final expense plans Fixed annuities Health savings accounts Impaired risk life Impaired risk disability indexed annuities Individual Health/Medical Plans International insurance Investments Jumbo cases Life settlements Long-Term care Section 401(k) plans Single premium whole life Survivorship life Tax-Sheltered annuities/section 403(b)Term Term Universal life Variable annuities Variable life Variable universal life Whole life AIP Group, The 800-783-5206, Press 1 www.aiponline.net America s First Financial Corp. 800-800-6004 www.4affc.com AMZ Financial Insurance Services, LLC 866-204-7712 www.amzwebcenter.com Associated Brokerage Companies, Inc. 800-428-0187 BackNine Insurance Services - CPS 805-557-1533 www.back9ins.com Benefit Program Services, Inc. 908-994-0204 www.bpsinc-online.com LifeInsuranceSelling.com / LIS / March 2010 65
Companies Accident insurance Cafeteria plans/section 125 Critical illness Disability Income insurance Employee benefits Final expense plans Fixed annuities Health savings accounts Impaired risk life Impaired risk disability indexed annuities Individual Health/Medical Plans International insurance Investments Jumbo cases Life settlements Long-Term care Section 401(k) plans Single premium whole life Survivorship life Tax-Sheltered annuities/section 403(b)Term Term Universal life Variable annuities Variable life Variable universal life Whole life Blumberg Financial Services, LLC 800-464-3335 http://blumbergfinancial.com Bogdan and Associates, Inc. 800-225-2286 www.bogdanins.com Brokerage Unlimited, Inc. 314-392-2841 www.brokerageunlimited.com Brokerage, Inc., The 800-442-4915 www.thebrokerageinc.com Brokers Clearing House, Ltd. 800-247-5340 www.bchlife.com Calkins Kramer Insurance Inc. 800-888-1973 www.calkinskramer.com Champion Agency, Inc. 505-265-8511, ext. 106 www.champion-agency.com Cornerstone Ins. & Financial Services, Inc. 205-980-7411 www.cornerstoneins.com Custom Benefit Plans 866-422-9188, ext. 222 www.custombenefitplans.com Davis Life Brokerage 800-747-5612 www.davislife.com Driesbach Financial Group, Inc. 317-876-6280 www.indytrans.com Dunhill Marketing & Ins. Services, Inc. 619-578-7800, ext. 113 www.dunhillinsurance.com ELA Settlement Services, LLC 800-388-0103 www.elasettlementservices.com 68 March 2010 / LIS / LifeInsuranceSelling.com
Companies Emmett Insurance Group, Inc. 305-270-0999 www.emmettinsurance.com Accident insurance Cafeteria plans/section 125 Critical illness Disability Income insurance Employee benefits Final expense plans Fixed annuities Health savings accounts Impaired risk life Impaired risk disability indexed annuities Individual Health/Medical Plans International insurance Investments Jumbo cases Life settlements Long-Term care Section 401(k) plans Single premium whole life Survivorship life Tax-Sheltered annuities/section 403(b)Term Term Universal life Variable annuities Variable life Variable universal life Whole life Eugene Cohen Insurance Agency, Inc. 800-333-4340 www.cohenagency.com Exceptional Risk Advisors, LLC 201-252-4717 www.exceptionalriskadvisors.com Fairlane Financial Corp. 954-476-2505, ext. 235 www.888fairlane.com Final Expense Brokerage 888-318-4498 Web site under development Financial Brokerage, Inc. 402-697-9998 www.fb-inc.com Fitzsimmons Brokerage Agency 973-299-1511 FPA Katchen, LLC 908-810-4400 www.fpainsurance.com Gradient Financial Group, LLC 800-407-4137 www.gradientfg.com Hansen Brokerage Services, Inc. 800-746-3544 www.hansenbrokerage.com Hunt Financial Group 800-822-4420 www.hunt-financial-group.com Insurance Resources Group 888-224-4777 www.irginsurance.com J. L. Thomas & Co., Inc. 216-241-2300, ext. 28 www.jlthomasco.com LifeInsuranceSelling.com / LIS / March 2010 69
Companies Accident insurance Cafeteria plans/section 125 Critical illness Disability Income insurance Employee benefits Final expense plans Fixed annuities Health savings accounts Impaired risk life Impaired risk disability indexed annuities Individual Health/Medical Plans International insurance Investments Jumbo cases Life settlements Long-Term care Section 401(k) plans Single premium whole life Survivorship life Tax-Sheltered annuities/section 403(b)Term Term Universal life Variable annuities Variable life Variable universal life Whole life LTCI Partners, LLC 877-949-4582 www.ltcipartners.com McQueen Kalligan Insurance Services, Inc. 619-295-9935 www.mcqueenfinancial.com Petersen International Underwriters 661-254-0006 www.piu.org Pickett Group, Inc. 800-333-1999 www.pickett-group.com Producers Equity Group 866-907-4275 www.producersequitygroup.com Resource Brokerage, LLC 800-605-7566 www.resourcebrokerage.com Secured Financial Solutions 800-957-5604 www.anilvazirani.com Senior Market Sales, Inc. 800-786-5566 www.seniormarketsales.com Shaw American Financial Corporation 800-626-5888 www.shawamerican.com TFS Insurance Agency, Inc. 732-758-9300 www.tfsweb.com Washington Brokerage 206-529-9000 www.washingtonbrokerage.com Western Marketing 800-852-7152 www.wmacorp.com Zenith Marketing Group, Inc. 800-733-0054, ext. 6413 www.zenithmarketing.com 70 March 2010 / LIS / LifeInsuranceSelling.com
AIP Group, The Broker Consultant 800-783-5206, Press 1 www.aiponline.net America s First Financial Corp Julie Stratton 800-800-6004 www.4affc.com AMZ Financial Insurance Services, LLC Allie Miller 866-204-7712 www.amzwebcenter.com Associated Brokerage Companies, Inc. Timothy Schrader 800-428-0187 BackNine Insurance Services - CPS Reid Tattersall, CLU 805-557-1533 www.back9ins.com Benefit Program Services, Inc. Alan Meyerowitz 908-994-0204 www.bpsinc-online.com CT, DE, FL, MD, NC, NJ, NY, PA, SC, VA, DC Blumberg Financial Services, LLC Alyse N. Blumberg, MEd, CLU, ChFC, CASL, CLTC 800-464-3335 http://blumbergfinancial.com Bogdan and Associates, Inc. Walt Bogdan 800-225-2286 www.bogdanins.com AZ, CO, CT, FL, IA, IL, IN, MD, MI, MN, MO, NJ, NV, OH, TX, WI, WV Brokerage Unlimited, Inc. Michael Tessler 314-392-2841 www.brokerageunlimited.com Brokerage, Inc., The Mike Smith 800-442-4915 www.thebrokerageinc.com Software for lead generation Software for lead generation Free quote engines online for term life and major medical Free Web site for our brokers LifeInsuranceSelling.com / LIS / March 2010 71
Brokers Clearing House, Ltd. Debbie Hannam 800-247-5340 www.bchlife.com except AK, VI, Guam, PR Calkins Kramer Insurance Inc Kyle V Calkins 800-888-1973 www.calkinskramer.com Champion Agency, Inc. Kenneth Sapon R.Ph., LUTCF, CLU 505-265-8511, ext. 106 www.champion-agency.com Cornerstone Ins. & Financial Services, Inc. Rick Radford 205-980-7411 www.cornerstonesins.com Custom Benefit Plans Greg DuPlessis 866-422-9188, ext. 222 www.custombenefitplans.com Davis Life Brokerage Marketing Team 800-747-5612 www.davislife.com Driesbach Financial Group, Inc. R. Michael Young 317-876-6280 www.indytrans.com Dunhill Marketing & Ins. Services, Inc. Tony Steigerwald, President 619-578-7800, ext. 113 www.dunhillinsurance.com International ELA Settlement Services, LLC Paul H. Nagelberg 800-388-0103 www.elasettlemntservices.com except AK, KY, MT, ND, OR, WV, VI, Guam, PR Emmett Insurance Group, Inc. Ethan Emmett 305-270-0999 www.emmettinsurance.com International Hardware support Software for lead generation None Sales concepts seminars Our monthly newsletter 72 March 2010 / LIS / LifeInsuranceSelling.com
Eugene Cohen Insurance Agency, Inc. Michael Cohen 800-333-4340 www.cohenagency.com Exceptional Risk Advisors, LLC Sean McNiff 201-252-4717 www.exceptionalriskadvisors.com None Fairlane Financial Corp. Ron D. Lane, Jr. 954-476-2505, ext. 235 www.888fairlane.com Final Expense Brokerage Rob Swanson 888-318-4498 Web site under development except MA, NY, WA, Guam, PR Financial Brokerage, Inc. Shelly Whitaker 402-697-9998 www.fb-inc.com Fitzsimmons Brokerage Agency Michael T. Fitzsimmons, CLU, LTCP 973-299-1511 FPA Katchen, LLC Benjamin J. Bishkoff 908-810-4400 www.fpainsurance.com Gradient Financial Group, LLC 800-407-4137 www.gradientfg.com Logo, business card, letterhead, brochure design and more Hansen Brokerage Services, Inc. Scott Hansen 800-746-3544 www.hansenbrokerage.com except NY Hunt Financial Group Ashley Bosco 800-822-4420 www.hunt-financial-group.com Insurance Resources Group Mehrdad Taghdiri 888-224-4777 www.irginsurance.com LifeInsuranceSelling.com / LIS / March 2010 73
J. L. Thomas & Co., Inc. Mike Thomas, CLU 216-241-2300, ext. 28 www.jlthomasco.com AZ, CA, FL, GA, HI, IN, KY, MN, MS, NC, NY, OH, PA, SC, TX, VA, WA, WI, DC on CD LTCI Partners, LLC Tom Riekse, Jr. 877-949-4582 www.ltcipartners.com McQueen Kalligan Ins. Services, Inc. Tim McQueen 619-295-9935 www.mcqueenfinancial.com Petersen International Underwriters Thomas Petersen 661-254-0006 www.piu.org International None Meetings on Demand Meetings on Demand Pickett Group, Inc. Tim Pickett 800-333-1999 www.pickett-group.com Central U.S. Producers Equity Group Jeremy Rettick 866-907-4275 www.producersequitygroup.com Resource Brokerage, LLC Michael J. Walls, LTCP 800-605-7566 www.resourcebrokerage.com except HI, Guam, PR Free Web sites Secured Financial Solutions Kristine Fletcher 800-957-5604 www.anilvazirani.com Personalized and customized powerpoint presentations Senior Market Sales, Inc. Jim Summers 800-786-5566 www.seniormarketsales.com Training & events, industry news, online access to leads Shaw American Financial Corporation Jon Shaw 800-626-5888 www.shawamerican.com except DC, VI, Guam, PR 74 March 2010 / LIS / LifeInsuranceSelling.com
TFS Insurance Agency, Inc. Steven Hipsher 732-758-9300 www.tfsweb.com Mid-Atlantic states Washington Brokerage Mark Ingersoll 206-529-9000 www.washingtonbrokerage.com Northwest AK, CA, ID, NC, OR, WA, WY Western Marketing Doug West 800-852-7152 www.wmacorp.com except AK, OH, Guam, PR Zenith Marketing Group, Inc. Tony DeGregorio 800-733-0054, ext. 6413 www.zenithmarketing.com except VI, Guam, PR Calculators Impaired Risk solution center, Underwriting guidelines LifeInsuranceSelling.com / LIS / March 2010 75